The Transfer Attendance function allows administrators to move attendance records for a client from one course section (Source Course Code) to another (Target Course Code). This ensures attendance data remains accurate when a client switches sections. Attendance that is not transferred remains with the Source Course Code and is not deleted.
Navigation:
Tools → Client Functions → Transfer Attendance
Applies To: Enterprise
Overview
- Transfers all attendance records for a client from one course section to another.
- The client must be assigned to the Target Course Code for attendance to transfer successfully.
- Attendance records that remain untransferred stay in the Source Course Code.
- The function prevents duplicate attendance records for the same client, course, and date.
- Dates are optional when transferring attendance.
Field Details
- Source Course Section: The original course section where attendance currently exists. (Required)
- Target Course Section: The course section where attendance is being transferred to. (Required)
Step-by-Step Instructions
- Navigate to Tools → Client Functions → Transfer Attendance.
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Enter the required information in the form:
- Source Course Section (where attendance exists).
- Target Course Section (where attendance should be transferred).
- Click Submit to start the process.
- Click Close to cancel without making changes.
Key Notes:
- Clients must be assigned to the Target Course Code before attendance can be transferred.
- Attendance records that are not transferred remain with the Source Course Code and are not deleted.
- The system prevents duplicate attendance for the same client, course, and date.
Conclusion:
The Transfer Attendance function ensures attendance records stay accurate when clients move between course sections. This feature prevents duplicate attendance records and maintains data integrity. For further assistance, refer to related articles or contact support.